HomeMy WebLinkAbout96-00912
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS
Rrv.1Sootx t(1.g4)
C P
o 0 NAME
R N
R D Ro er B. Irwin, Es uire
E E
5 N TELEPHONE NUMSER
- T 717-249-2353
1, Reat Estale (Schedule A) 1
2. Slacks and Bonds (Schedule B) (2)
3, Closely Held Stock/Partnership Inlerest (Schedule C) (3)
4, Mortgages and Noles Receivable (Schedule D) (4)
5, Cash. Bank Deposits & Miscellaneous Personat Property (Sch, E) (5)
6, Joinlly Owned Property (Schedule F) (6)
7. Translers (Schedule G) (Schedule L) (7)
8, Totat Gross Assets lIolat lines 1-7)
9. Funeral Expenses. Administrative Costs. Miscellaneous
Expenses (Schedule H)
10, Debts, Mortgage liabililies, liens (Schedule t)
", Total Deduclions lIotal lines 9 & 10)
12. Net Value of Estate (line 8 minus Line 11)
13, Charitable and Governmenlal Bequests (Schedule J)
14, Net Value Sub'ecl to Tax (line 12 minus Line 13)
15, Spousat Transfers (for dates 01 death after 6-30-94)
See Instructions for Applicable Percentage on page 2.
(Include values from Schedule K or Schedule M.l
16. Amount of Line 141axable at 6'/. rate
(Include values Irom Schedule K or Schedute M,)
17. Amount of Line 14 taxable at 1S-/. rate
(Include values Irom Schedule K or Schedule M,)
18, Principal tax due (Add lax Irom line 15. 16 and 17,)
19. CreditslSp Poverty Prior Payments Discount Interest
0.00. 0,00 . 0.00 0.00
20, II line 19 is grealer than line 18. enter Ihe dlllerence on line 20, This is the OVERPAYMENT,
~ 0 ICheck he,ell you are requesllng a relund 01 your overpayment,l
21, II line 18 is grealer than line 19. enler Ihe difference on Line 21. This is the TAX DUE,
A. Enter the interost on tho balance due on Line 21A.
B, Enter Ihelotal 01 line 21 and 21A on line 21B, This is Ihe BALANCE DUE,
Make Check Pa able 10: Re Ister 01 Wills, A ent
.. .. BE SURE TO ANSWER All QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. ..
Under peMlUes 01 perjury, I declare that I have ellmlned thIs return, IncludIng Iccompanylng schedules Ind statements, and to the best of my kno.."ledgelnd bellel, Ills true.
correct Ind complete, I declare thltlll rell nllte hiS been reported II true markel vllue, DeclaratIon of pre~ter olher thin the personal representative Is based on .lIlnformallon of
which preparer hiS Iny knowledge,
CAB
H P l
E PO
C R C
K 0 K
P 5
FilE NUMBER
21,96,0912
COM~m'(,HI~'\Or r;r.ltffN'~~'NiA
ttAnIU!iB6r-t,~r(i 'Z~-.Of,Q'
YEAR
Nu~nrn
COUNTY coor
OeCEOENT'S CO~PlETE AOOlltS!i
33 Garland Courl 02
Car1ls1o, PA 17013
D
E
C
E
D
E
N
T
OECEOENI'5 NA~[(lA!il, rInST,ANO ~IOOl[ INITIAL)
Shlolds Mur'llorlto
SOCIAL SECUmTY NU~OEn DAlE OF OEAHt DATE OF BIRTH
197,09,6292 07/23/1996 10/18/1912
Cllmborland
A,
Counly
Remainder Return
(lor dales 01 death prior 1012-13-82)
Federal Estate Tax Return Roquired
Total Number of Safe Deposil Boltes
(IF ,APPLlCADLE) SURVIVING SPOUSE'S NA~E (lAST .FIRSf AND MIDDLE INITIAL)
I
SOCIAL SECURITY NUMDER
AUOUNT RECEIVEO(SEE INSTRUCTIONS)
0,00
2, Supplemenlal Relurn
4a. Future Interest Compromise
(lor dates 01 death aher 12-12,82)
[]] 6. Decedent Died Testate D 7. Decedent Maintained a Living Trust
(Anach co 01 Will) (Anach a co 01 Trust)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
X " Originat Relurn
4. Limited Estato
05,
1 8,
R
E
C
A
P
I
T
U
l
A
T
I
o
N
CO~PLEfE MAILING AODRESS
IRWIN, McKNIGHT & HUGHES
60 West Pomfret Streot
Car1is1o PA 17013
llone
llono
None
None
19,594.05
205.25
Nono
(8)
19,799,30
(9)
9,656.03
123,71
(10)
9,779.74
10,019.56
Nono
lO Ol9,56
(11)
(12)
(13)
(14)
(15)
0.00 X
0.00
:
(16)
10,019.56 X ,06:
601.17
T
A
X
C
o
M
P
U
T
A
T
I
o
N
(17)
0.00 X ,15 :
0,00
(18)
601.17
(19)
(20)
0,00
0,00
(21)
(21A)
(21B)
601.l7
0,00
601.17
R FILlNO RETURN Donald K. Hoover
,4v-- Wi~a~-~~h~'o~~'~~1"~hoi2"" --,...... --....,...
SIONATUREOFPREPAREROTHER HANREPRESENTATlVE IRWIN. McKllIGIIT & HUGHES
(2/ /!), cL ~~r~~-iie~'~~iF'~hgH~!"~""'--""-"""-""""--
Copyrlghtlc) 19 f rmsoltwlleonly CPS)'stllms, Inc.
DATE
/J" '1'/
'- I, ("
DATE
/ '}-/)- '/Co
Form 1500 IRev. 7-94)
Act 148 01 1994 provides lor the reduction 01 the taK rates Imposed on the net value oltranslers to or lor
the use 01 the spouse. The rates as prescribed by the statute will be:
03% (,03) will be applicable lor estates 01 decedenls dying on or aller 7/1/94 and belore 1/1/96
02% (,02) will be applicable lor estates 01 decedents dying on or aller 1/1/96 and belore 1/1/97
01% (.01) will be applicable lor estates 01 decedents dyln9 on or after 1/1/97 and belore 1/1/98
oSpousaltranslers occurring on or after 1/1/98 will be eKempt from Inheritance laK.
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS.
YES NO
1. Did decedent make a transfer and:
.. retain the use or income of the property translerred.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
b. retain the right 10 designate who shall use the property transferred or its income, . . . . . . . . . . . . . . . . . . . . .
x
c. retain a reversionary interest: or . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
d. receive the promise for life of either payments. benefIts or caro? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
x
2. It death occurred on Dr before December 12. 1982. did decedent within two years preceding death
transfer property without receiving adequate consideration? If death occurred aher December 12,
1982, did decedent transfer property within one year of death without receiving adequate
consideration? . . . . . . . . . . . . . . . . " . " . " . . " . . . . . . . . " " . . . . . . . " . . " . " . " " . " . . . .
x
3. Did decedent own an 'in trust for' bank accounlat his or her death? " " . . . " " . " . . . " " " " . . . . " . . . " . . " .
x
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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Copyrlghl ft) 199-4 torm sollw.,t' onty CPSyslemS.Inc:.
Fo,m 1500 (Rev, 7.9.)
REV, 1101 EX. (lZ,U)
CO...tI.'ll\1~41b~~)hYANIA
ESTATE OF
MarRuorito A. Shiolds
Jolnl ttntnl(.):
A,
NAME
Donald K. Hoovor
B,
C.
Jolnlly-owntd proptrty:
SCHEDULE F
JOINTLY-OWNED PROPERTY
SSO 197.09.6292 07/23/1996
ADDRESS
1040 South Locust St.
Elizabothtown, PA 17022
FILE NUMBER
21.96.0912
RELATIONSHIP TO DECEDENT
son
ITEM LmER DATE DECO'S
FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DOLLAR VALUE OF
NUMBER JOINT OF ASSET '/0 INT. PECEDENTINTEREST
TENANT JOINT
I A 01/1969 Harris Savings Bank, saving $411.49 50% 205.25
acct. #l7-00002059
(confirmation attached)
TOTAL (Also tnlo, on lint 6, ROtaD~ulalion) Is 205.25
(II more spate is needed, Insert add~ional sheets 01 same size,)
Copyrlghl (c) 1"4 'arm soflw.r. only CPSyatems, Inc.
FOIm 1500 Sched'" F {R..., 'Z,UI
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
REV, 1111 EX . (7.61)
COlAr.:mfrm4\,g,WhYANIA
ESTATE OF
Pi.... Print or T 0
FILE NUMBER
21.96-09l2
A. Shiolds
SS
197-09.6292
07 23 1996
Mar uorl to
ITEM
NUMBER
A.
B,
DESCRIPTION
AMOUNT
1
Funorol Expon....
Ewing Brothors Funeral Home
7,012.00
2
Georges' Flowers - [unera1
flowers
159.00
3
Gingrich Memorials,
l,300.00
(see continuation schedule attached)
Total of Continuation Schedu1e(s)
168.55
1.
Admlnlltratlvo COlla:
Personal Representative Convnissions
Social Security Number 01 Personal Representative: l85- 38-1645
Vear Convnlsslons paid \/AIVED
0.00
z.
Anomer Fees
Irwin, McKnight & Hughes
950.00
3,
Family Exemption
Claimant NONE
Address 01 Claimant el decedent's death
Stteel Address
City
0.00
Relationship
Stale
Zip Code
4,
Probale Fees
0.00
C, Mllcollaneoul Expen...:
I Register of \/ills, petition l4.00
filing fee
2 Register of \/ills, filing 25.00
fees
3 Rug Doctor, clean carpet 27.48
S 9 656.03
TOTAL IAlso enter on line 9, Reca ~ulation)
(II more Ipaco II n..dad, Inlert addlllonallheotl 01 samo Ilzo.)
Copyright (eI1994 fonn IOlIwa,. only CPS)'ltems, Inc:.
Form 1500 Schedule H(Rtv. 7.881
.___ --eo
Estate of: Marguerite A. Shields SSO 197.09.6292 07/23/1996
CONTINUATION SCHEDULE
Continuation of Schedule H.A
ITEM
o
DESCRIPTION
AMOUNT
monument/inscription
4 Judy Lyman
5 Muellers Flower Shop .
funeral flowers
6 Reverend Mathna
50.00
IS.55
100.00
l6S.55
REV. 1I1ZElC' 11.111
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Pl.... Prlnl 01 T .
FILE NUMBER
2l-96-09l2
cOMrH'l~~~~~~jhYAHtA
ESTATE OF
MarguerIte A. ShIelds SSH 197,09-6292 07/23/1996
ITEM
NUMBER
I PP&L, fInal bIll
AMOUNT
9/..23
DESCRIPTION
2
UnIted Telephone, account H,
7l7-243-2238 (192)
29.48
TOTAL (Atso enler on line 10, Rec. ~ulalion)
(II more space is needed, Insert add~ional sheets 01 same size,)
Copyrtght (c) 1"4 form software onf1 CPSystlms, Inc:.
S l23. 71
Fonn 1500 SChod....I!R.., ','11
LAST WILL AND TESTAMENT
I, MARGUERITE A. SHIELDS, of the Borough of Carlisle, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me,
1. I direct my executor to pay all of my deb IS, funeral and adminislrative expenses as soon
as may be done conveniently after my decease,
2, I authorize and empower my execulor to sell any realty owned by me at my death and
not specifically devised or bequeathed herein, at either public or private sale, and to give good and
sufficient deeds therefor, in fee simple, as I could do if living,
3, I give, devise and bequeath all of my estate of every nature and wherever situate as
follows:
(a) \14th to the four children of my deceased son, Lee Hoover, share and share
alike,
(b) \14th to Richard L, Hoover, and ifhe is not living at the time of my death,
to his children, share and share alike,
(c) \14th to Donald K. Hoover, and ifhe is not living at the time of my death,
to his children, share and share alike, and
(d) \14th to Scott F, Shughart, son of my deceased daughter, Marguerite A,
Shughart.
4, I nominate and appoint Donald K. Hoover to be lhe executor of this my Last Will and
Testament; he is to serve as such without bond, Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
IUHARRIS'
o SAVINGS BANK
Ilarns Sil\'lIl~S ()pl'ratloIlS Lt'nlt'r
li:l" :-ionh 121h SI",.'I
1.1'11l0~'IlP, 1',,-'nnsyJ\'ania 17I).l:~
71 m:l1,J.l.11I
717/7:11.9:1!)2 Fax
September 6, 1996
'. -. -', .... .....~ " ....
>.,
I
-. ,..~_I
IJ:win, ~l:Knight & Hughes
\\est Panfret Professialal fui.ld.inJ
60 \\est Panfret Street
Carlisle, PA 17013-3222
......
:-':::0
The inforMlltion
Shields ~
which you rcqllcctcn on the I\ccount(s) of
(Zodnl 5nr.uri ty Humbflr 197-09-6292
~l3.rguerite A.
) is as follo~m.
Account Ilumber(s)
17-00002059
Class of Acccunt
Savu,.s
Date Ope nee!
1-15-69
Principal Dlllancc
5409.79
Accr~ed !ntcrcnt
.70
Dalllnce at
Dnte of Death
410.49
Account
Owncrnhip
J<JLlt
ln1 K. Hoover
IInme of Joint
Owner, if any
Dnte Ownnrshi)'l
II,,:! Estnblinhcd
1-15-69
hdditionnl Infor-
",0 tion RC'l"n:: tc(f
Please rove t.'1e survivor of this llCCOJllt sign the e:-,c1ose:l1~-9 form
ard return it to ne in the provirlEO envelq:e. Thank ~'O'J.
dinc:-.:!rclY' ,
/...'
_<-<---C;;:.G.._.P) G L.,------
_ ,-----,' Gretchen L. C3le
Sr. Retail Mninistration Services Rep.
FARMERS m
TRUST __
S~pt~mber 10, 1996
Irwin Mc~niBht b Huehes
60 West Pomfr~t ST
Carlisle, PA 17013
R~: Estate of Mareu~rite A Shields SSN 197-09-6292
Dat.,. of D~ath: July 23, 1'1%
C"~<lr ~Ir, Irwin;
In ansIY~r to your r~'1uest conc'~rninB accounts o\\ln~d, either
separately or jointl)', by tll(:> ab0V~ rt.:f'?r-:nr:-:od d~~t.:d~nt and the
balance in ~ach account as of th.~ d:,te of d~ath, lYe hav~ ch'~ck~d
our records and ar~ submlttine th~ followine Information in
duplicate. We $Ue3~st lllat you fil~ one of these lett~rs attached
to th~ Pennsylvania Im'"ntory forms (RCC) to substantiat.. the
balanc~ you report,
Note that we hat~0 sho1vn th0 ~0rre~t r~tli~trati0n for ~a~h Qccount.
Also, int~rest LlC~rU'2'Jj to th~ date ()f death, if llny, io; li~t~d u'3
a separate fi~ure.
Ch~ckine account 073351k \\Ias orieinally op~ned 9/1/67 or b~fore,
The account was titled in Mareuerite A Shields' name alone, Th~
bal~Jl~e as of 7/23,/96 was $675.72 plus $.59 accrued interest for a
total of $676,31, Thr, account was earnlne 2,00"'; int~rest at the
tim~ of death.
Savin:.:s a'~count 1/1-lk2093 was ')fi~>inall:' opened 3/23/68, The
at;count was titled in Mareu~rit€ i\.. Shields' nam'? alone. The
balance as of 7/23/% wa~ $k,213,7l plus $17,13 accrued inter~st
for a total of $h,230.S4. Th0 ~C~0unt was earnine 2.S0~ interest
at the tim'~ of d','ath,
Cilristmas c!u~ 3CCOllnt "222-007110 'I'as 0rieil'all~' open~d 2,:10/88.
Th~ act:OlJnt was tit!,:d in Mare'l':rit.~ A Shi01d~t name alone. The
balance as of 7/23!96 "'n~ $350,00 rltl~ $2.73 ac~rued intere$t for
a total of $352.73. Th~ a~'~0IJflt l~as f~3rnin3 2.75~ int~rest at the
time of death,
We do have a saf~ derosit box at 0~r Main Office 03336 titled in
Mareuerite A Shi01d~' rlamf~ a1011e.
~ [Y"I"'" I)' ,__/
k- If' _ J/1-1-1::'~~
Karen l')fi!Q.';':;onr;:
5 IJ P eo It'Jlie'W~sl nlj;h Sl\Io"1 r.o? 0,\\"220 Coutisle. l'ennsyl\',1niJ 17013 (7\ 7) 2-13,3212
<2.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
n:
DOlln I d K. Iloove r
-.--.- -.-..- -.-.----.-----..-
b.ing duly sworn ,___ __ according 10 law, do pOlO' and soy. th.1 h. _ Is lhe.J-:xe~)...t2'=-_,_, - -
_.,______..____m____ ,. _.. 01 the Estale 01 Nnrl:uerl te ^. Shields
1.1.01 ___,t,lw Horough of. Carlisle ,.,._, Cumberland Counly, Po" d.c....d and thot tho
within i. on invenlory mod. by __. Ilo.l!!ll.d K.__JIQo,ITL...,_ ,__ _ .____, the soid Executor
ollh. .ntire .stal. 01 said d.c.d.nl, consi.ting 01 .11 the p.rsonal propdrty and rool OIt.t., axc.pl rool eslol. outside
tho Commonwoollh 01 P.nnsylvani., and Ihal Ih. ligur.s oppo.it. .ach it.m ollh. Inv.nlory r.pr.s.nl it's lair value
.. ollhe dolo 01 doc.d.nl'. death. , 7 / /
Sworn and subscribed b.lore m., ____d~l'tZ<...~fi ~~
~ Donald K. Exocutor .1UldI1llItHMMK Hoover
J.Q,40.J1Q!!tILko!,us t S tree t
No lal 5c.:11
Jacqvoh ' Drawbaugh, Notary PubhC
Carlls'" Dora, Cumberland County
My Commission ExplresAug,14,l999
_, ~A/rllldaIkJ1rJ_
Dote 01 Dealh 23
Doy
Eli?,ahe,t.h1..oWIl. P^ I 7022
Addr...
07 1996
Month
VUt
INSTRUCTIONS
I. An inventory musl be Wed within threo monlh. altor appoinlmenl of personal represenlatiye.
2. A supplement inyonlory must be liled wilhin thirty day. 01 di.covery of additional o..ets,
3. Additional sheets may b. attached a. to personalty or realty
4. See Article IV, Fiduciaries Act 011949,
1 I
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-' U ti: III
Inventory 01 the real and personal estate of
~Inrl\uerlte A. Shields
deceased
1. Capital Blue Cross - I'rem t um Refund. . . . . . . 196 10
2. Farmers Trust Company - Checking Account 11738511, 676 31
3. Farmers Trust Company - Snvings Account #1-142093. 4.230 84
4. Farmers Trust Company - Christmas Club Account #222-007210 352 73
5. Farmers Trust Company - Certificate of Deposit 1192575. . . 14.138 07
TOTAL. . . .
19.594 05
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CO~ONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF lNOIVIOUAL TAXES
IHttlRIlAHC[ lAX DIVISION
D[PI. ZII0601
IlARRISBURC, PA 111za-0601
NOTICE OF INHERITANCE TAX
APPRAISE"ENT, ALLOWANCE OR OISALLOWANCE
OF DEDUCTIONS AND ASSESS"ENT OF TAX
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013-1324
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03'2(,-97
SUI ELOS
07-23-96
21 96-0912
CUMBERLAND
101
AnDU"t Re,.H t.d
-;----
(~
,~
~~.
11,.".'111"111."1
MARGUER IT A
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEv:is4TEx-AF-p-roi-:9'ri-iiii'ficE--oF-YNHEiiii'iiiicrfliiC"APPRAisEHEiir;-m.-owiiiicE-oli----mm-------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF SHIELDS MARGUERIT A FILE NO. 21 96-0912 ACN 101 DATE 03-24-97
If an assessment was issued previously, lines 14, 1S and/or 16, 17 and 18 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Anount of Line 14 at Spousal rat. liS)
16. Anount of Line 14 taxable at Line.I/Clals A rat. (16)
17. Anount of Lina 14 taxable at Collateral/Class 8 rat. (17)
18. Principal Tax Due
TAX CREDITS:
PAY"ENT
DATE
12-18-96
TAX RETURN WAS, eX) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rool Estoto ISchodulo A) III
2. Stocks and Bondi (Schedule OJ (2)
3. Closely Hald stock/Partnership tntera.t ISchedule C) (3)
4. Hortg.gas/Nota. Receivable (Schedule 0) (4)
5. Cash/Sank Deposits/HiIC. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Tranlfers (Schedule G) (7)
8. Total Alset.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H) (9)
10, Dobts/"ortgogo Llobl11tlos/Llons ISchodulo II 1101
11. Totel Deductions
12. Net Ualue of Tax Return
13. Chariteble/Govarnnental Bequests (Schedule J)
14. Net Value of Eat.te Subject to Tax
NOTE:
RECEIPT
NU"BER
AA184970
DISCOUNT C.'
INTEREST/PEN PAID C-I
,00
I I CHANGED
,00
,00
,00
,00
19,594,05
205,25
,00
18)
9,656,03
123,71
Ill)
1121
1131
1141
.00 X ,DO.
10,019,56 X ,06.
,00 X,15.
U81
A"OUNT PAID
601.17
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
NOTE: To insure proper
credit to your account,
lubnit the upper portion
of this forn with your
tax paynent.
19,799,30
9 ,779 74
10,019,56
,00
10,019,56
,00
601.17
,00
601.17
601.17
,00
.00
,00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS T"AN fl, NO PAY"ENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU "AY BE DUE
A REFUND, SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS,)
~. ' .' ,-.;.
fL
o
i:'J
,,-
cc"
r-
9'
!!J 5
00
, AESERVATIONI E.tata. of d.c.d.nt. dying on or b.for. O.c..b.r 12, 1981 -- If any futura Int.r..t In the ..tat. I. tran.f.rr.d
In Po.....lon or .nJoy..nt to Cia.. B Ccollat.rall ben.flclarl.. of the dec.d.nt after the .~plratlon of any ..tata for
I1f. or for y.ar., the Co..onw.alth h.r.by .wpr...ly re..rv.. the right to appral.. and a..... tran.f.r Inh.rltance T....
at the I.wful Clas. B Ccoll.t.ral) r.t. on any .uch future Int.r..t.
PURPOSE Of
NOTICEI To fulfill the requlra..ntl 0' S.ctlon 2140 of the Inh.rltanc. and [.t.t. Ta~ Act, Act Zl of 1995. (7Z P.S.
S.ctlon 9140 J.
PAYKEHT~ D.tach the top portion of thll Notlca and .ub~lt with your pay..nt to the R.gl.t.r of Will. prlnt.d on the rev.rs. .Id..
--Hak. ch.ck or .on.y ord.r payabl. tOI REGISTER OF HILLS, AGENT
REfUND CCA), A r.fund of at.. cr.dlt, which w.s not requ.st.d on tha Ta. R.turn, .ay b. r.quelt.d by co.p)atlng an -APpllc.tlon
for A.fund of P.nnsylvanla Inh.rltanc. .nd E.tat. Ta.- (AEV-ISIS). Application. are avallabl. at the Offlc.
of the R.gI,ter of Will', any of the ZS Aevenu. DI.trlct Office" or by calling the .peclal 24-hour
anlwerlng ,arvlca nuabar. for for.. ord.rlngl In Pannsylvanla 1-800-S6Z-2050, out,lde Penn'ylvanla and
within local Harrisburg araa 1717) 781-809", TOO. 1717) nZ-ZZ5Z Ulurlng I.palrad Only).
OBJECTIOHS~ Any party In Interalt not latl.fled with the appr.I....nt, .Ilowanc. or dl..llow.nc. of d.ductlon., or ........nt
of t.M ClnclUdlng dllcount or Inter..t) a, .hown on thl, Notlc. .u.t obJ.ct within IIMty (60) day, of r.c.lpt of
thlt Notlc. bYI
AOKIN
ISTAAlIVE
CORRECTIONSI
--wrltt.n prot..t to the PA D.part..nt of A.v.nu., Bo.rd of App..l., Oept. 1al02l, Harrl.burg, PA
--election to h.ve the ..tt.r det.r.lnad at .udlt of the account of tha par.onal rapr..ent.tlv.,
--appa.1 to the Orphan,' Court.
171l8-IOlI,
DR
DR
f.ctual arror, dl.covarad on thl. ........nt .hould be addre..ad In writing tal PA n.p.rt..nt of R.v.nue,
Bur.au of Individual ,...., ATTNI Po.t A.......nt Review unit, D.pt. Z80601. Harrl.burg, PA 17128-0601
Phona (717) 787-650S. S.. page 5 of the booklet -In.tructJon. for Inh.rlt.nc. T.. Raturn for. R..Jd.nt
nac.dent- (AEV-ISOI) for .n ..pl.n.tlon of ad.lnl.tr.tlv.ly correct.ble .rror..
DISCOUNTI
If any taM dug J, paid within three (5) calendar .onth. .fter tha d.cedant'. death, a flva perc.nt (5%) dl.count of
tha t.. p.Jd I. aIJow.d.
PENALTYI
Th. IS~ tax .~..ty non-partlclpatJon p.n.lty I. co.put.d on the total of the tax and Inter..t .......d, .nd not
paid b.fora Janu.ry 18, 1996, the flr.t day .fter the .nd of the taM .an..ty p.rJod. Thl. non-partlclpetlon
penalty I. .pp..lable In the .... .annar .nd In tha the .... tJ.. p.rlod a. YOU would app..1 the tax and Intere.t
th.t h.. b..n a......d a. Indlcatad on thl. notlc..
INTEAES'~
Intar..t I. ch.rg.d baglnnJng with flr.t d.y of d.llnqu.ncy. or nln. (9) .onth. and on. (I) day fro. the data of
d.ath, to tha d.t. of pay.ant. Tawe, which bec... d.llnqu.nt b.for. January 1, 1982 bear Int.r..t .t the rat. of
.IK (6~) p.rc.nt par annua c.lculated at a dally r.t. of .00016~. All tnMe. which baca.. d.lJnqu.nt on and aft.r
Janulry I, 198Z will b.ar Inter..t at . rat. ~hJch will v.ry fro. cal.ndar year to c.lendar y..r with th.t rat.
announc.d by the PA Depart'.nt of A.venu.. The .ppllcabl. Intere.t r.te. for 1981 through 1997 .r.:
!!.!! Int.rut R.te Dally Interut r.ctor !!!r Int.rut Rat. Dally lnt.r..t Factor
1982 ZOX .000548 1987 OX .000Z"7
198J l6~ .000458 1988-1991 11~ .000501
19U 1I~ .000SOI 199Z 9~ .000Z"7
1985 1S~ .0003!i6 1995-199" 1~ .00019Z
1916 lOX .000l7" 1995-1997 9~ .000147
ulnhr..t I. calculat.d a. follow"
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlc. I..u.d after the tax baco... d.IJnqu.nt will r.fl.ct an Int.r..t calculation to flfte.n (IS) d.y,
bayond the d.t. of tha ........nt. If pay..nt I. ..d. eft.r the Inter..t co.putatlon det. .hown on the
Notlc., additional Intera.t au.t b. calculat.d.